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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,334 | $160,070+1.4% | $147,117+10.3% | $145,897+11.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.43% | 98.69%-91.3pp | 420.54%-413.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $36,455 | $5,285+589.9% | $4,932+639.1% | $4,663+681.9% |
| Participant deferral / active EE | $13,277 | $8,419+57.7% | $8,065+64.6% | $6,689+98.5% |
| Admin fee / account holder | $96 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |